Client Services Specialist - Support Financial Advisors
Raymond James, Inc.
Raymond James in Scottsdale, AZ seeks a Client Service Associate to provide high-touch support to Financial Advisors and clients. You will handle inquiries, process transactions, and maintain records with accuracy in a fast-paced environment. Ideal candidates have a HS diploma and 0–3 months securities experience, with strong communication and organizational skills. You will work with a collaborative team and support client-facing events. #J-18808-Ljbffr Raymond James, Inc.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Services Specialist - Support Financial Advisors in Scottsdale, AZ vacancy
- Focus Partners seeks a Client Service Associate to join our growing team in Scottsdale. You will partner with Wealth Advisors to support client relationships and handle operational needs from account openings to transfers, ensuring accuracy and timely service. This non-...Suggested
- Raymond James, Inc. in Scottsdale, AZ is seeking a Client Service Associate to support Financial Advisors and clients with high-quality service. You will handle routine inquiries, schedule meetings, open accounts, and process transactions with accuracy. The role requires...Suggested
- Raymond James is seeking a Client Service Associate in Phoenix, AZ to support Financial Advisors and clients with high-quality administrative service. The role requires strong communication, accuracy, and the ability to manage multiple tasks in a fast-paced environment....Suggested
- Focus Partners is seeking a Client Service Associate to join our growing team in Scottsdale. You will partner closely with Wealth Advisors to support client relationships and serve as the primary point of contact for operational and service needs, owning requests from start...Suggested
- ...Customer Care Representative in Scottsdale, AZ, to manage financial portfolios and assist clients through significant life transitions. The ideal candidate has over 3 years of experience in financial services, holds a life & health insurance license, and possesses excellent...Suggested
- Stax.ai in Scottsdale, Arizona, is hiring a Customer Success Specialist for an on-site, entry-level role focused on owning customer support conversations and our Help Center. You’ll read questions, understand product behavior, investigate issues, and resolve them directly...
- ...Scottsdale, AZ, invites applicants to join the Advisor Mastery Program (AMP) as Financial Advisor Trainee. The program blends... ...you build an individual practice balancing client development, investments and service. With support from a Mentor, Branch Manager and team, you...ApprenticeshipTraineeship
- ...America in Scottsdale, AZ seeks a client-focused team member to be the first point of contact for financial center clients. You will... ...solutions, and connect clients to specialists. Expect outbound calls,... ...care. You will assist with self-service transactions and help...Weekend work
- ...Schwab in Scottsdale is seeking a Regular position in our Service team. You will learn to educate clients about investment strategies, trading tools, market... ...you will receive paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series...
- Charles Schwab in Scottsdale, AZ invites you to join our client‑focused service team as a Financial Services Representative. You will answer inbound calls... ...licenses enhance your fit; a growth mindset culture supports your professional journey. Starting pay is $57,600-$66...
- ...Scottsdale, AZ seeks a detail‑oriented professional to support Private Bankers and clients within Private Banking. You will review loan inquiries,... ..., and process wires while delivering exceptional client service. You will collaborate with colleagues, resolve issues, and...
- Description This position will support the Private Bankers and clients within the Private Banking group. Responsibilities will include but are not limited... ..., and maintenance while providing high quality client service and support. Managing the credit card process from...
- Raymond James is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors and their clients. The role requires effective communication across phone, email, in-person, and virtual channels, with strong organizational...
- Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. The role requires strong communication across channels and the ability to manage multiple tasks in a fast-paced environment...
- Vanguard in Scottsdale, AZ is seeking an Inbound Sales Development Representative to support the Financial Advisor Services team. You will engage financial advisors, qualify leads, and pass opportunities to the FAS sales team to drive growth in a collaborative, fast-paced...
- James Grace Insurance Inc. in Scottsdale, AZ is seeking a friendly customer service professional to be the first contact for agency clients. You will handle inbound calls, assist agents with claims, billing, policy changes, and document updates. The role requires 1+ year...
$17 - $21 per hour
...Veterinary Receptionist / Client Service RepresentativeKierland Animal Clinic is seeking an... ...interactions, process transactions, and support clients with essential information about... ...accurately process payments and maintain financial recordsPositive attitude and...Hourly payFull timePart timeLocal area$17 - $21 per hour
...Veterinary Receptionist / Client Service Representative Scottsdale, AZ Kierland Animal... ...interactions, process transactions, and support clients with essential information about... ...process payments and maintain financial records ~ Positive attitude and willingness...Hourly payFull timePart timeLocal area- Choice Hotels International, Inc. is looking for a Technical Services Specialist in Scottsdale, AZ, to provide exceptional customer support and technical services for their SkyTouch Technology division. The role requires the ability to work shifts, including nights and...Shift workNight shift
$18 - $19 per hour
...Immediate need for a talented Financial Services Representative. This is a 12+ months contract... ...service centers, internal/external sales support and other industry companies through... ...ability to operate a CRT and PC. Our client is a leading Insurance Industry, and...Contract workWork experience placementWork at officeLocal areaImmediate start$18 - $19 per hour
...Immediate need for a talented Financial Service Representative . This is a 12+ Months Contract... ...follows a process of documentation to support our strategy of knowing our member better... ..., may take precedence. Our client is a leading financial services Industry...Contract workWork at officeLocal areaImmediate start- ...Raymond James & Associates is seeking a dynamic Client Service Associate who is motivated, detail oriented and a creative problem... ...helps to provide high quality/high touch administrative support to Financial Advisors, their prospective and existing clients and other branch...
- ...Client Services Specialist The Quantum Group Scottsdale, AZ About the Quantum Group The... ..., an Integrity company, provides financial advisory firms with a comprehensive... ...advanced planning and operations support, helping advisors realize their vision and achieve their...Local area
- Bank of Colorado in Scottsdale, AZ seeks an Insurance Sales and Service representative to assist with servicing customer accounts and preparing proposals and certificates of insurance. The role supports senior staff, processes claims, and maintains agency records while...
- Ameriprise Financial Services, LLC. is looking for a Registered Client Service Associate to support advisors with client meetings, financial plans, and account activities in a hybrid office setting in Scottsdale, AZ. The role requires 3-5 years of experience, relevant licenses...Work at office
$54.1k
...make a difference. Our service team plays a vital role in guiding clients toward their goals and delivering... ...learn and grow. As a Financial Services Representative,... ...to deliver personalized support. Each interaction is an... ...shifts. Your Talent Advisor will walk you through...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- ...Job Description Are you an Experienced Financial Advisor/ seeking an opportunity to serve your clients better? At Pacific Southwest Advisors we can offer you more: More support, More clients, More compensation, and More client satisfaction. Prudential Advisors...
- Job Description As a Financial Services Professional with MassMutual Arizona, you will be part of an entrepreneurial system with access to... ...to a Sales Manager Position. Responsibilities Prospect for clients on a referral basis within clearly defined markets. Develop...Work experience placement
- ...strong, growing and committed to supporting the communities we serve. We... ...people to a lifetime of financial success, and enjoy a career filled... ...you!Job Title:Financial Services RepresentativeJob Description... ...for commercial and consumer clients. Have knowledge of bank products...Work at officeLocal area
- ...years product-related customer service work experience preferred.... ...Information systems and insurance/financial services industry practices (... ..., internal/external sales support and other industry companies... ...provisions and administration of Client products, and the processing...Contract workWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Specialist - Support Financial Advisors. Be the first to apply!
Related searches
- insurance customer service advisor Scottsdale, AZ
- customer success associate Scottsdale, AZ
- manufacturing customer service representative Scottsdale, AZ
- customer service attendant Scottsdale, AZ
- client service consultant Scottsdale, AZ
- customer outreach specialist Scottsdale, AZ
- customer associate Scottsdale, AZ
- td bank customer service representative Scottsdale, AZ
- client retention specialist Scottsdale, AZ
- customer support specialist Scottsdale, AZ



